–– To-dos
Your Shop’s To-Do List, Finally Under Control
To-Dos are your shop’s central task list inside Steer. Whether it’s a sales callback, vehicle quote, or internal reminder, everything stays assigned, visible, and moving forward.
All Tasks, One View
Spot Bottlenecks Fast
Advanced Filtering
Create Tasks Wherever You’re Working
It’s easy to create a To-Do when something needs follow-up. Whether you're on the phone, reviewing a customer record, or managing open opportunities, you can add a task on the spot without switching tabs or losing context.
Assign to any team member and set a due date - they'll get notified via email
Add notes or labels for easy filtering
Include customer and vehicle details to give context
Focus on What’s Relevant
With built-in filters, the To-Dos dashboard makes it easy to focus on the right work. Sort by status, priority, team member, resolution state, and more to quickly surface the tasks that need attention.
COMING SOON
Create To-Dos With Automations
You’ll soon be able to build task automation into your workflow. Set the trigger, like a sent campaign, missed call, or open quote, and Steer will automatically create a To-Do based on your rules.You decide what happens and when.